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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,744 | $57,330+201.3% | $86,656+99.3% | $75,177+129.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.36% | 2675.40%-2659.0pp | 593.09%-576.7pp | 160.75%-144.4pp |
| Employer contribution / active EE | $6,807 | $2,316+193.8% | $3,025+125.0% | $2,671+154.8% |
| Participant deferral / active EE | $6,303 | $3,320+89.8% | $4,439+42.0% | $4,126+52.7% |
| Admin fee / account holder | $20,097 | $4,115+388.4% | $5,619+257.7% | $5,651+255.6% |